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How to use mail merge to create a list sorted by category in Word 2007

I have an Excel spreadsheet with 135 records.  Headings are:
Name, PersonalTimesBalance, VacationBalance, ReportsToName, e-mail, PreferredName

The last field, PreferredName is the key field the merge will be based on, AND grouped on.

Attached is the merge code, but when I click the "Preview Results" button, it's not grouping on the PreferredName; the record row under the table (in second image) should list 5 additional records for the PreferredName(which =Larry); the mailmerge record selector indicates 135 records as well.

What am I doing wrong with my code that it's only pulling 1 record on the PreferredName?
 Merge code Merge result based on code
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eossma
Asked:
eossma
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1 Solution
 
GrahamSkanRetiredCommented:
Just to check, the records are sorted so that all the Larrys, etc are together?

It would help to post the main document and a sample spreadsheet. It's rather difficult working from a picture.
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eossmaAuthor Commented:
Correct.  All of Larry's people should be posted below, but it's only pulling the first record.
Book2.xlsx
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eossmaAuthor Commented:
Someone please help . . . I really need to get this to happen and I really haven't heard anything!
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Cloud Class® Course: Microsoft Office 2010

This course will introduce you to the interfaces and features of Microsoft Office 2010 Word, Excel, PowerPoint, Outlook, and Access. You will learn about the features that are shared between all products in the Office suite, as well as the new features that are product specific.

 
GrahamSkanRetiredCommented:
Sorry. I ran out of time and enthusiasm trying to recreate your main document from a rather fuzzy picture.

 Is it possible that you could post that (censored if necessary)?
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eossmaAuthor Commented:
I'm not sure what you mean . . . I attached graphics that were quite clear.
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GrahamSkanRetiredCommented:
I have spent a few hours on trying to get this to work. I've simplified the document, but it should show the idea.




MergeDoc.JPG
Page1.JPG
Page-2.JPG
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